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hila platform
Applications
Conversational Finance
VIANAI
Documentation
Conversational Finance

    Users, roles, and permissions

    The User Roles & Permissions window is where you can manage the users, roles, and permissions for your hila instance.

    You can find a link to the window in the User > Settings menu at the bottom of the hila left nav bar.

    Roles and Permissions

    You can create roles and assign a mix of permissions to them. You can then assign users to those roles.

    1. In the Roles tab, click Add Role to open the Add New Role pane.

    2. Enter a name and optional description and click Add Role. The new role appears in the list of roles.

    3. To set permissions on specific functionality, click anywhere in the middle of the row to open the Edit Role pane. In that pane you can select permissions for the role and check which users are assigned to that role.

    Users

    Manage passwords and roles for users in the Users tab.

    1. In the Users tab, click Add User to open the Add New User pane.

    2. Enter a username and password, and then select any of the roles you want to assign to the user.

    3. Click Add User. The new user appears in the list of users.

    4. You can change the user’s password or change roles by clicking the edit button under the Actions column for that user.

    Objects

    For more on setting object permissions, see Object Permissions.

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